You need the Data permission in the Settings block of your role to create fields, and the Developers permission to map them in your CRM integration. See Manage roles.
What you’ll build
In this example, you’ll add three custom fields to quotes of an event production company:
All three will be mandatory, editable by sales reps, and displayed to the customer.
Step 1: Create the field in the Data Model
1
Open Data Model
Go to Settings › Data › Data Model and click the Template object. Quote custom fields are defined on the template, because templates drive quote creation.
2
Click + New
In the top right of the field list, click + New to open the field creation form.
3
Fill in General Information
- Name:
Event date - API Name: for example
event_date. Keep it lowercase with underscores. It can’t be changed after creation. - Data Type: pick
Date
4
Save
Click Save. The new field appears in the Template field list with the Custom badge.
5
Repeat for the other fields
Create
Event time (Text) and Headcount (Number) the same way.Step 2: Enable the field on the template
1
Open the template
Go to Template in the main menu and open the template to configure (or create one, see Create a quote template).
2
Find the Custom Fields section
In the Content section of the template, find Custom Fields. Your three fields appear, each with a toggle and three checkboxes.
3
Activate the toggle
Turn on the toggle of each field to use it on quotes created from this template.
4
Configure the properties
- Mandatory: the value is required on the quote
- Editable by sale: sales reps can enter or change the value
- Display for customer: the field appears on the buyer-facing quote
5
Save the template
Click Save.
Quotes created from this template show the three fields in their Custom Fields section, ready for sales reps to fill in.
Step 3: Sync with your CRM (optional)
1
Open your CRM integration
Go to Settings › Developer › Integrations and click Configure on your connected CRM.
2
Find your fields
In Field synchronisation, open Project (Qwoty) - Deal/Opportunity (CRM). Your fields appear prefixed with
Custom:, for example Custom: Event date.3
Pick a sync direction
Choose ↔ Bidirectional, CRM → Qwoty, or Qwoty → CRM. For fields filled during quoting, Qwoty → CRM is typical: the value appears on the CRM deal for reporting.
4
Select the matching CRM field
In Select CRM field, pick the deal or opportunity field that should receive the value.
5
Save changes
Click Save changes.
Troubleshooting
The field doesn't appear in the template's Custom Fields section
The field doesn't appear in the template's Custom Fields section
Check that you created the field on the Template object, then refresh the template page.
Sales reps can see the field but can't edit it
Sales reps can see the field but can't edit it
Editable by sale is unchecked on the template. Check it and save the template.
The customer doesn't see the field
The customer doesn't see the field
Display for customer is unchecked on the template. Check it and save the template.
The CRM field isn't listed
The CRM field isn't listed
Check that the field exists on the CRM deal or opportunity object and that the integration can access it. If Qwoty reports that the connection expired, click Reconnect.
Related
Field properties
Mandatory, Editable by sale, Display for customer.
CRM mapping
All sync directions.
Template settings
Every section of a template.
Quote templates
Manage the templates where quote custom fields are enabled.